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Retirement tax questions
After you enter your 1099-R, you will need to ADD your wife's 1099-R form. Each 1099-R form that you enter should appear in the 1099-R summary screen.
- Also, on the Verify the Owner of This 1099-R screen, make sure you select the correct person (This Form 1099-R belongs to).
See the screenshots below.
To enter a 1099-R form:
[Edited 2-6-19|9:05 am]
‎June 5, 2019
11:46 PM